Alexander Cohen is a financial advisor at Alexander D Cohen Investments, LLC with 11 years of industry experience. He holds a Series 65 designation and also owns a Texas-registered CPA firm specializing in tax and consulting services, including financial statement compilations. Cohen has been leading his investment firm since 2014 and his accounting practice since 2009. Alexander D Cohen Investments, LLC provides portfolio management and selection-of-adviser services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation and mutual fund selection based on modern portfolio theory, operates mostly on a non-discretionary basis, and integrates investment advice with the principal’s accounting background.

David Schubert is a CFP® with six years of industry experience, currently serving as a financial advisor at Carrington Advisors, LLC. His prior roles include positions at The Vanguard Group, Fidelity Investments, New York Life, and ROGERS FINANCIAL GROUP. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, offering discretionary portfolio management and financial planning services. The firm uses a personalized investment process that incorporates both fundamental and technical analysis, relying on third-party managers and an outsourced chief investment officer for asset allocation and portfolio monitoring.

Frank Precht is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been involved with Kovack Securities, Inc., Glazer Capital Management, and Glazer Financial Network since the early 1990s. Outside of his advisory work, Precht manages a hunting lease in Eastland County, Texas, and is involved in cattle sales. GFN Capital Management provides investment advisory and management services to a broad client base, including individuals, trusts, corporations, and retirement plans. The firm employs a variety of analytical approaches and trading strategies, offers access to model portfolios and third-party managers, and supports pension administration and accounting services through its affiliated businesses.

Matthew Pence is a financial advisor at Fluent Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Wells Fargo. Fluent Financial serves individuals, trusts, pension plans, and business entities, managing approximately $330 million on a discretionary basis. The firm offers asset management through wrap-fee accounts and provides financial planning and pension consulting, utilizing a range of investment strategies guided by fundamental, technical, and cyclical analysis.

Charles Gabriel is a financial advisor with The Better 401(k) Source in Plano, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Empirical Modeling and Analytics, Inc. since 1995. The Better 401(k) Source operates as Empirical Modeling & Analytics’ advisory program, serving sponsors of mid-sized 401(k) and 403(b) plans by managing plan assets on a discretionary basis and providing ERISA fiduciary services. The firm uses a diversified mix of ETFs, fixed income, and REITs with a unique “Elasticity” methodology to assess downside risk and recovery, supported by its background in research and analytics software.

James Hopson is a financial advisor at Capital Advisory Group, Inc. with 22 years of industry experience and a Series 63 designation. He has worked at World Choice Securities, Inc. since 2001 and has been involved with Capital Advisory Group, Inc. since 1990. Outside of his advisory role, he is the owner and founder of Hopson & Associates, a CPA firm. Capital Advisory Group serves high-net-worth individuals, trusts, estates, and business entities, providing discretionary investment management alongside comprehensive financial, retirement, estate, tax, and insurance planning services. The firm uses a strategic asset allocation approach with diversified model portfolios, managing roughly $210–216 million for about 72 client households.

Francisco Zorrilla is a financial advisor at Zor Capital, LLC with 15 years of experience in the industry. He holds Series 63 and Series 65 licenses and has operated his own advisory firm since 2011. In addition to his advisory work, he runs a financial education website and hosts a weekly Twitter chat focused on stock market discussions. Zor Capital serves individual and high-net-worth clients by providing discretionary portfolio management, individualized asset allocation, and customized investment programs. The firm employs a combination of fundamental and technical analysis across various instruments and offers both performance-based and traditional fee arrangements.

Craig Hausz is a CFP® with 10 years of industry experience, currently serving as an advisor at CMH Wealth Management in Dallas, TX. His prior roles include positions at Ameritas Advisory Services, Ameritas Investment Company, XO Wealth Management, and Principal Securities. He is also the CEO and a shareholder of the accounting firm CMH Advisors, PLLC, and is affiliated with his spouse’s consulting firm, InHausz Solutions, LLC. CMH Wealth Management is a small, supported advisory firm serving primarily high-net-worth individuals and pension/profit-sharing plans. The firm offers comprehensive financial planning and portfolio management, employing a variety of analytical methods and trading strategies, and sponsors a wrap fee program uncommon for firms of its size.

Trey Touchstone is a CFA® charterholder with 16 years of experience in financial advising. He has been with Lifeway Financial Corporation since 2010. Lifeway Financial Corporation serves individual and high-net-worth clients with personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million for about 168 client relationships, emphasizing asset allocation, diversification, and the inclusion of private placements and other illiquid investments within its portfolios.

Amy Hall is a Series 65-licensed financial advisor with CPR Financial & Insurance Services, Inc. in Prosper, TX, where she has worked for eight years. She also has experience as an independent insurance agent and offers accounting and tax preparation services. Approximately 25% of her professional time is dedicated to these other business activities, which occasionally involve providing related products and services to her clients. CPR Financial & Insurance Services offers portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm combines fundamental analysis with individualized investment policies and utilizes sub-advisors and multiple platforms to implement client portfolios, while also maintaining significant insurance brokerage activities.

Ian Richards is a financial advisor at CMH Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Beaird Harris and Service Academy Capital Management. Richards is based in Dallas, TX. CMH Wealth Management serves a concentrated client base primarily composed of high-net-worth individuals and pension/profit-sharing plans. The firm provides comprehensive financial planning and portfolio management using various analytical methods and implements both long- and short-term trading strategies, including options and margin transactions.

Mark Mitchell is a financial advisor at Caprock Capital Advisors Inc. in Plano, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Caprock since 2014 and Mitchell, Lockhart & Associates since 2012. Outside of his advisory role, he serves as co-trustee for a multigenerational family trust and manages a royalty acquisition investment business for himself and his family. Caprock Capital Advisors primarily serves high-net-worth individuals and selected institutional clients, providing non-discretionary portfolio management and recommending third-party managers when appropriate. The firm employs fundamentally driven, dynamic asset allocation models and allocates a portion of portfolios to alternative investments for diversification.

Brian Neu is a CFP® with 27 years of industry experience. He has been with Olimpio Neu & Associates, Inc. since 1998. The firm provides investment management, advisory services, and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, non-profits, and business entities. Olimpio Neu & Associates manages approximately $77 million, focusing on asset allocation, diversification, and tax efficiency, and is affiliated with an accounting and consulting practice that supports its emphasis on tax and estate planning.

Howard Montfort Jr. is a financial advisor with Scherer Financial Advisory Services, LLC, holding a Series 63 designation and bringing 50 years of industry experience. His prior roles include lengthy tenures at Merrill and Raymond James Financial Services. He currently sells variable annuities as an additional business activity. Scherer Financial Advisory Services provides portfolio management, limited financial planning, and consulting to individual and high-net-worth clients, managing approximately $158 million. The firm uses a modern portfolio theory approach, offers both discretionary and non-discretionary account arrangements, and differentiates itself through an IPO Access Program and affiliations with insurance and accounting services.

Misti White is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding a Series 65 designation with two years of industry experience. She previously worked at Murphy & Sylvest before joining Interlinc Financial Advisors. Interlinc Financial Advisors is a fee-based firm offering comprehensive financial planning, discretionary asset management, third-party manager referrals, and ERISA 3(21) retirement plan services. The firm also conducts public seminars and integrates a notable insurance affiliation within its practice.

Brett Mills is a financial advisor with MRM Financial Advisors, LLC in Frisco, TX, holding the PFS™ designation and eight years of industry experience. He is also a partner and actively engaged Certified Public Accountant (CPA) at McCarthy, Rose & Mills, LLP, a tax and accounting firm he has been involved with since 2002. MRM Financial Advisors provides customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm employs fundamental security analysis and non-discretionary portfolio management, with a notable affiliation to an accounting firm and additional roles as a private fund adviser and manager of pooled investment vehicles.

Philip Brooks is a financial advisor at Redwood Family Wealth LLC with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates and XO Wealth Management. Brooks also serves as a registered representative at Cabot Lodge Securities. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, including high net worth clients, as well as charitable organizations and businesses. The firm offers discretionary and non-discretionary portfolio management using a wide range of instruments, combined with tailored financial planning and consultative guidance.

Terry Ledbetter is a CFA® charterholder with 23 years of industry experience. He has been with Kopion Asset Management, LLC since 2009, where he serves as one of two advisors. Kopion Asset Management provides discretionary investment management primarily for individual clients seeking capital appreciation over a multi-year horizon. The firm manages concentrated portfolios of 15 to 25 publicly traded stocks selected through fundamental analysis, maintaining a uniform model portfolio approach for all fully invested clients.

Stephen Meeks is a financial advisor with Interlinc Financial Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Interlinc Financial Advisors and its predecessor entities since 2016 and is also an owner and insurance agent at Texas Family Insurance & Retirement Services, Inc. Outside of advisory work, he is involved in fixed insurance sales through his insurance business. Interlinc Financial Advisors is a fee-based firm offering comprehensive financial planning, discretionary asset management, third-party manager referrals, and ERISA 3(21) retirement plan services. The firm also conducts public seminars and workshops and maintains an affiliated insurance practice, combining investment management with insurance product offerings.

Salvatore Olimpio is a financial advisor with Olimpio Neu & Associates, Inc. in Frisco, TX, holding a Series 63 designation and 28 years of industry experience. He has been associated with Olimpio Neu & Associates since 1998 and owns Olimpio Financial Group, a financial consulting firm based in Dallas, TX. In addition to advising, he provides insurance and accounting services as a sole proprietor and serves as president and managing member of related financial partnerships. Olimpio Neu & Associates provides discretionary and non-discretionary investment management, advisory services, and financial planning to individuals, pension plans, trusts, non-profits, and business entities. The firm manages approximately $77 million and emphasizes asset allocation, diversification, and tax efficiency, drawing on both fundamental and technical analysis in portfolio construction.